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iShares Core S&P Mid-Cap ETF

2,577 hedge funds and large institutions have $81.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 269 funds opening new positions, 1,073 increasing their positions, 902 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more funds holding in top 10

Funds holding in top 10: 336349 (+13)

1.03% more ownership

Funds ownership: 78.69%79.72% (+1%)

3% more capital invested

Capital invested by funds: $79.1B → $81.7B (+$2.56B)

Holders
2,577
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
349
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.9M
Puts
$10.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GG
201
Greenwood Gearhart
Arkansas
$38.4M
SFA
202
Sequoia Financial Advisors
Ohio
$38.3M
AF
203
Allworth Financial
California
$38.2M
DIP
204
DT Investment Partners
Pennsylvania
$38M
Lazard Asset Management
205
Lazard Asset Management
New York
$37.8M
YIA
206
YHB Investment Advisors
Connecticut
$37.8M
PFPG
207
Pinnacle Financial Partners (Georgia)
Georgia
$37.1M
BFA
208
Beaumont Financial Advisors
Massachusetts
$37M
Fiera Capital (Canada)
209
Fiera Capital (Canada)
Quebec, Canada
$37M
DT
210
Diversified Trust
Tennessee
$37M
CWA
211
CJM Wealth Advisers
Virginia
$36.7M
UCFA
212
United Capital Financial Advisors
Texas
$36.6M
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$36.1M
TAM
214
Titleist Asset Management
Texas
$35.8M
FNBT
215
FineMark National Bank & Trust
Florida
$35.3M
VFA
216
Voya Financial Advisors
Connecticut
$34.9M
HI
217
Hudock Inc
Pennsylvania
$34.7M
CIA
218
Concurrent Investment Advisors
Florida
$34.6M
IWC
219
Integrated Wealth Concepts
Massachusetts
$34.5M
BWP
220
BlueStem Wealth Partners
Minnesota
$34.3M
PFA
221
Pure Financial Advisors
California
$34.3M
CFO
222
Callan Family Office
Pennsylvania
$33.6M
PPL
223
Planning Project LLC
Texas
$33.6M
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
$33.5M
BPA
225
Beacon Pointe Advisors
California
$33.5M